Help center
Log in
Back

Request and complete forms

Once a form template is enabled, you can request it for an appointment or start a submission from the forms list.

Add a form to an appointment

  1. 1

    Go to Calendar and click the appointment to open it.

  2. 2

    Click the more options (three dots) button and select Add an Intake Form.

  3. 3

    Select the form and click Add.

  4. 4

    In the appointment's Intake Forms section, choose how the form gets filled out:

    • Fill Out - complete it yourself, on behalf of the client.
    • Copy Link - copy the form link to share it your own way.
    • Send Request - send the form link to the client.
    • Open on IPad/Phone - show a QR code the client can scan to fill it out on a tablet or phone.

Start a new submission from the forms list

  1. 1

    Go to Clients > Forms and click New Submission.

  2. 2

    Select the Form and the Client.

  3. 3

    Choose an option:

    • Send - email the form link to the client.
    • Open link - open the form in a new window for the client to complete. They sign it if a signature is required.
    • Submit now - fill it out yourself on behalf of the client. No signature is needed.
    • Public link - copy a link you can share or embed anywhere. Submissions are linked to a client by the email they enter.

FAQs